Document:

Migrating Essbase Application

Using LCM Utility

Description:
This document will guide you through the step by step process of
Migrating Essbase Application from one environment to another. It is
focused on how to migrate one Essbase Application to another Essbase
Application and Essbase Application to file system and vice versa.

History:
Version Description Author Publish Date
Change
0.1 Initial Draft Gaurav Shrivastava 07-Feb-2011
0.1 Review 1 Amit Sharma 18th Mar 2011

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 Table of Contents

1. Life Cycle Management……………………………………………………3

2. Migration Types LCM Utility……………………………………………4

a. Application to Application Migration………………..……4

b. Application to File System Migration………………………7

3. Backed up artifact……………………………………………………….….13

4. File system to application………………………………………..……..17

5. Migration Check List……………………………………………………….23

6. Log File……………………………………………………………………………27

7. Appendix ………………………………………………………………………..32

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Life Cycle Management

In Essbase one of most attractive features of version 11 is Life Cycle Management. The LCM
makes your life easier by collecting all migration activities using one single wizard based
approach using LCM. You can perform LCM tasks through shared service.

What is LCM: Oracle Hyperion Enterprise Performance Management System Lifecycle

Management provides a consistent way for Oracle Hyperion Enterprise Performance
Management System products to migrate an application, a repository, or individual artifacts
across product environments and operating systems. If there is common environment, then you
can migrate directly from application to application. Shared service used for migration when
there is common environment. You can take back up of all artifacts through Life Cycle
Management utility.

Essbase Artifacts
1. Definitions of all databases within the applications
2. Outlines
3. Substitution Variables
4. Rule Files
5. Calculation Scripts
6. Report Scripts
7. Excel Files
8. Location Aliases
9. Security Filters

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Lifecycle Management for Essbase can be used in the following scenario
• Migrating users/groups/roles/privileges migrations
• Backup and recovery for Essbase artifacts.
• Importing and exporting artifacts for editing purposes
• Using Lifecycle Management Utility to export to version control systems
• Application migrations with cross-product artifact dependencies

Migration Types LCM Utility

1. Application to Application Migration – If you have multiple application of Essbase

registered in the same shared services instance, then you can migrate Essbase Application
& Database Artifacts to the other Essbase application through the common Shared
Services.

Application to Application: You can migrate artifacts from application to application.

Essbase application to application migration is possible if source and target Essbase application
in the same shared services.
In the below example there are two Essbase applications “Bisp” and “MDemo”, we will
demonstrate how to migrate Application to Application.

Step #1 Open shared services and select Essbase in application then open source
application.

Step #2
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Select all artifacts and click “Define Migration”.
“Bisp” is my source application and target application is “MDemo”.

Step #3

Description of source application

Click Next…….

Step #4

Select destination application

Click Next……..

Step #5

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Final summary of Source and target applications
Select overwrite artifacts options if you want to overwrite on existing artifacts.

Step #6

Complete migration summary

Click on “Execute Migration” then click ok ……..

You can go for “Launch Migration Status Report” and see the status.
Launched Migration Report

Validation of Migration Process

Application migration done successfully

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 2. Application to File System Migration – If you have multiple Essbase applications
registered in different shared services. Then this utility migrates all the necessary artifacts
on to the file system. Then you can move the extracted artifacts to the target machine. In
the next step again use the utility from file system to the target application.

Application to file system

This is the Essbase application and database. We will perform LCM operations.

All file are in the “BispBD” folder before migration.

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Step #1

We use shared services for LCM utility.

Log in to shared service.

This is the Group of application for different application products.

Step #2

Open Essbase and select application to be migrated.

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Essbase applications and their databases

Step #3

Open “Bisp” application and select database with all artifacts. These are the all artifacts of
the BispBD database.

Rule files

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Security file, variable and Text file.

For coping artifacts select all artifacts of application “BispBD”.

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Step #4

Click on Define migration…….

Step #5

Source Application for migration

Click on Next…………

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Step #6

Select the destination for migration; you can simply migrate to any application or into file
system. One backup file is created in this example.
Click Next………

Step #7

Description of source and destination applications

Click Next………..

Step #8

Complete migration summary now click on execute migration……

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Step #9

You can launch migration status report by clicking on “Launch Migration Status
Report”………………..

Step #9

Migrated report status

Validate

You can see that application is successfully migrated in to file system. One new file created
in the file system; it has all migrated artifacts.

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Backed up artifacts

All artifacts folders backed up successfully. Backup files stored in “

\import_export\admini@Native Directory\” folder.

All backup files are in XML format. You can move all this files in other environment; were
ever you want.
Calc Script

Excel Files

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Location Aliases

Report Scripts

Rule Files

Security Files

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Substitution Variables

Text Files

All artifacts backed up in to file system.

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Some other information also stored inside the info folder.

Listing.xml

Listing file save the entire folder detailed information. This file consists of all resource
name, folder id, path, pathAlias, modifiedBy, lastUpdated and description about each folder.
Whatever file or folder generated during complete process.

sourceInfo.xml

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Source information file save application version, variable, metadata information. This file
keep product, product version, project, metadata information and LCMversion information.

File system to application

Step #10

All backup of artifacts is stored in the “BispBackup” file. Select all artifacts to recover
application from file system to Essbase application.

You can see all artifacts detail.

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Report Script and Rule Files

Security files, substitution variable and text file.

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Step #11

Now the source is file system application named “BispBackup”.

Click Next………

Step #12

Select destination application click next……

Step #13

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Destination is new one then no need to check Overwrite Artifacts. If destination application
is old one then check the overwrite artifacts.
Click Next…….

Step #14

This is migration summary click on execute the migration summary.

Step #15

To see the migration report launch migration status report.

See the status of report

Validate

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Select Essbase and open “LCM” application and check out all migrated artifacts. You can
validate that application is migrated successfully.

Migrated application outline.

You can cross check the all files are migrated in to new application. This folder shows
migrated files.

You can cross check artifacts list in new “LCM” application.

Calc script, excel files and location aliases

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Report script and rule files

Security file, substitution variables and text files

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Migration Check List

You can create one migration check list, and check the status after migration.

Migration Check List

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Migration Check List

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Migration Check List

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Log File

One log file creates during migrating application artifacts using LCM utility.
LCM.log

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This log file keeps all the information of migration process.

This file keeps all information about source and destination. All

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This is the log file

Essbase Log file

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LCM

The components of Lifecycle Management Utility are installed to

HYPERION_HOME/common/utilities/LCM/9.5.0.0 (referred to as LCM_HOME).

Essbase Role Requirement

Users performing Lifecycle Management operations for Essbase must be assigned the
following roles::
1. LCM Administrator
2. Server Access
3. Calc
4. Database Manager

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Appendix

Lifecycle Management Log Files

Lifecycle Management for Oracle Hyperion Profitability and Cost Management, Fusion
Edition are listed in the Oracle Hyperion Enterprise Performance Management
System Installation and Configuration Troubleshooting Guide

Note the following:

• Details are documented in the logging section of S9 Logging.
• For failed migrations, the Migration Status Report provides a link to the Lifecycle
Management e engine log file. The product Oracle Hyperion Enterprise Performance
Management System Lifecycle Management log files are located with the products.

Sample Migration Definition Files

The sample migration definition files provided are for Financial Management Classic application
migrations. The product code used in the migration definition files for Financial Management is HFM and the
sample application is COMMA. All sample migration definition files are provided in LCM_HOME/samples.

Application to Application Migration

<?xml version="1.0" encoding="UTF-8"?>
<Package name="web-migration" description="migrating product to product">
<Connections>
<ConnectionInfo name="MyHSS-Connection1" type="HSS" description="Hyperion Shared Service connection"
url="http://lcmdev:28080/interop" user="" password=""/>
<ConnectionInfo name="AppConnection1" type="Application" product="HFM" description="Destination
Application" HSSConnection="MyHSS-Connection1" project="HFM" application="COMMATEST"/>
<ConnectionInfo name="AppConnection2" type="Application" product="HFM" project="HFM"
application="COMMADEV" HSSConnection="MyHSS-Connection1" description="Source Application"/>
</Connections>
<Tasks>
<Task seqID="1">
<Source connection="AppConnection2">
<Options/>
<Artifact recursive="true" parentPath="/Forms" pattern="*"/>
<Artifact recursive="true" parentPath="/Documents" pattern="*"/>
<Artifact recursive="true" parentPath="/Dimensions" pattern="*"/>
<Artifact recursive="true" parentPath="/InterCompany" pattern="*"/>
<Artifact recursive="true" parentPath="/Journals" pattern="*"/>
<Artifact recursive="true" parentPath="/Member Lists" pattern="*"/>
</Source>
<Target connection="AppConnection1">
<Options>
<optionInfo name="ImportDimensionMode" value="replace"/>
</Options>
</Target>
</Task>
</Tasks>
</Package>

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Exporting to the File System
<?xml version="1.0" encoding="UTF-8"?>
<Package name="web-migration" description="migrating product to product">
<Connections>
<ConnectionInfo name="MyHSS-Connection1" type="HSS" description="Hyperion Shared Service connection"
url="http://lcmdev:28080/interop" user="" password=""/>
<ConnectionInfo name="FileSystem-Connection1" type="FileSystem" description="File system connection"
filePath="/Comma"/>
<ConnectionInfo name="AppConnection2" type="Application" product="HFM" project="HFM"
application="COMMA" HSSConnection="MyHSS-Connection1" description="Source Application"/>
</Connections>
<Tasks>
<Task seqID="1">
<Source connection="AppConnection2">
<Options/>
<Artifact recursive="true" parentPath="/Forms" pattern="*"/>
<Artifact recursive="true" parentPath="/Rules" pattern="*"/>
<Artifact recursive="true" parentPath="/Documents" pattern="*"/>
<Artifact recursive="true" parentPath="/Dimensions" pattern="*"/>
<Artifact recursive="true" parentPath="/Security" pattern="*"/>
<Artifact recursive="true" parentPath="/InterCompany" pattern="*"/>
<Artifact recursive="true" parentPath="/Journals" pattern="*"/>
<Artifact recursive="true" parentPath="/Member Lists" pattern="*"/>
</Source>
<Target connection="FileSystem-Connection1">
</Target>
</Task>
</Tasks>
</Package>

Importing from the File System

<?xml version="1.0" encoding="UTF-8"?>
<Package name="web-migration" description="migrating product to product">
<Connections>
<ConnectionInfo name="MyHSS-Connection1" type="HSS" description="Hyperion Shared Service connection"
url="http://lcmdev:28080/interop" user="" password=""/>
<ConnectionInfo name="AppConnection1" type="Application" product="HFM" description="Destination
Application" HSSConnection="MyHSS-Connection1" project="HFM" application="COMMA"/>
<ConnectionInfo name="FileSystem-Connection2" type="FileSystem"
filePath="file:/C:\Hyperion\common\import_export\admin@Native Directory\HFM Comma"
HSSConnection="MyHSS-Connection1" description="Source Application"/>
</Connections>
<Tasks>
<Task seqID="1">
<Source connection="FileSystem-Connection2">
<Options/>
<Artifact recursive="true" parentPath="/Forms" pattern="*"/>
<Artifact recursive="true" parentPath="/Rules" pattern="*"/>
<Artifact recursive="true" parentPath="/Documents" pattern="*"/>
<Artifact recursive="true" parentPath="/Dimensions" pattern="*"/>
<Artifact recursive="true" parentPath="/Security" pattern="*"/>
<Artifact recursive="true" parentPath="/InterCompany" pattern="*"/>
<Artifact recursive="true" parentPath="/Journals" pattern="*"/>
<Artifact recursive="true" parentPath="/Member Lists" pattern="*"/>
</Source>
<Target connection="AppConnection1">
<Options>

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 <optionInfo name="ImportDimensionMode" value="replace"/>
</Options>
</Target>
</Task>
</Tasks>
</Package>

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